# Geoffry Oshman

> Geoffry Oshman is a fee-only financial advisor at Geoffry H. Oshman, CFP in Houston, Texas, who holds the CFP credential. Geoffry H. Oshman, CFP reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/geoffry-oshman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Geoffry H. Oshman, CFP
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $15.2M across 42 accounts
- **Credentials:** CFP
- **CRD:** 4482815 (https://adviserinfo.sec.gov/individual/summary/4482815)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Geoffry Oshman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Geoffry holds no broker registration, and Geoffry H. Oshman, CFP reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Geoffry charge for financial advice?

Geoffry's firm, Geoffry H. Oshman, CFP, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Geoffry Oshman based?

Geoffry Oshman is based in Houston, Texas.

### What credentials does Geoffry Oshman hold?

Geoffry Oshman holds the CFP credential.

### Is Geoffry Oshman registered with the SEC?

Yes. Geoffry Oshman is registered as an investment adviser representative in TX (CRD 4482815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Geoffry H. Oshman, CFP manage?

Geoffry H. Oshman, CFP reports $15.2M across 42 accounts in assets under management.

### How do I contact Geoffry Oshman?

Contact details aren't on file yet. Search for Geoffry H. Oshman, CFP.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4482815): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.